PANW

Whether that's Cloudflare, PaloAlto, or Rubric, what I see here is non-discretionary spend that will grow at great rates as AI potentially brings more risk to businesses and cyber security grows as a percentage of overall expense budgets.

What's the first one on your buy list? >> Yeah, that's uh PaloAlto Networks.

let's look for a little bit more of a pullback before you dive in.

I wouldn't hate seeing it pull back to around 260 250 and think that might be a that might be a nice point to start thinking about jumping back in.

I think this is a good name to buy.

Crowdstrike, PaloAlto Networks, Data Dog

use the pullbacks to be adding to the best in breed and Crowd Strike and PaloAlto are the top two.

Palo Alto Networks, Vistra, and a new name, Tempus AI, all get added

Palo Alto Networks join in February

...comes in as a strong buy with 34 buys and five holds.

...come in with a strong buy consensus from Wall Street analysts.

our second selection is Palo Alto Networks, trading under ticker PANW, a cybersecurity titan aggressively capturing the expanding attack surface created by the artificial intelligence revolution.

Let's begin our asset rotation with the absolute titans safeguarding the digital frontier. Palo Alto Networks, ticker symbol PANW.

You look at CrowdStrike, you look at Palo Alto, you look at the core leaders, what they've done. I think this is a space that investors have continued to underestimate.

Palo Alto Network, they're in cybersecurity and they're doing a great job basically, so it's very important

PALO ALTO EVEN WITHIN THE AI FRAUD THEME, WE SEE COMPANIES LEVERAGED THE RISE OF AI ATTENDED TRAFFIC IS EVEN IN THIS PULLBACK IN JULY WE SEE COMPANIES HITTING NEW HIGHS ACCELERATING MOMENTUM

we've made our bets with Microsoft and Oracle and Palantir and Palo Alto.

we own both stocks for the travel trust

I like Palo Alto. We own him for the trust now.

A pullback toward $250 to $260 would represent a much cleaner entry.

President Trump has also traded the stock this year, reporting 12 transactions, including seven purchases and five sales.

Next year, Palo Alto Networks, ticker PANW, has been one of my highest conviction cybersecurity investments for years. I own 100 shares myself, up about 130%, and I still like it as one of the best long-term buy-and-hold investments.

I'm not a buyer of Pelto at $335 a share.